CloudLink Ideas Portal

4 Vote

Quote Editor Customizable Formatting

Within iQuote, to control formatting options in the Quote Editor like a word-type template with HTML enhancements. Such as changing font size, choose different fonts, change positioning of paragraphs and being able to save customized quote templat...

Created 04 Mar 22:04 by Fallon Foale

iQuote / New Functionality / User Experience and Useability

1
9 Vote

Need an easier way to quote a corporate account

PLEASE!!!!! Need new quote document showing List less Discount, need different configuration options...

Created 30 Jan 22:16 by Kari Cannaday

iQuote / Internal Idea

3
4 Vote

"Finance Specifications" section in Model Admin to have Financing terms populate in iQuote .

This idea would include both the Model Admin and iQuote Workspace. The Basic idea would be to add a "Finance Specifications" section in Model Admin to have Financing terms populate in iQuote. This would function similarly to how the "warranty spec...

Created 17 Feb 20:59 by Ryan Stevenson

iQuote / New Functionality

2 Needs more votes
3 Vote

Activate Documents Tab with New Quotes

The CVA Bot needs to locate new opportunties based off the active Documents tab in quotes. This would be nice to have it activated as soon as a new quote is added to the system.

Created 06 Dec 17:24 by Fallon Foale

iQuote / User Experience and Useability

0
2 Vote

Integrate iQuote with a payment gateway to simplify deposit payment

Integrating a payment gateway (like Texada Pay) with iQuote would allow customers to sign a quote digitally via DocuSign and be directed to pay a deposit.

Created 13 Sep 15:39 by David Vuong

iQuote / Integrations

0 Needs more votes
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes
5 Vote

Populate Hours, Delivery Date, Engine Serial No. and Arrangement # fields in DSR

Populate this information on the DSR through mapping.

Created 19 Dec 00:25 by Danielle Ricketson

iQuote / Dealer Idea

1
5 Vote

Docusign dashboard in iQuote

Please create a Docusign dashboard in iQuote that allows reps, admins, and managers to see Docusign status of applicable quotes (e.g., Awaiting 1st signature, Awaiting 2nd signature, Complete)

Created 06 Nov 17:05 by Justin VAhlborn

iQuote / Dealer Idea

0
8 Vote

Mobile 'Quick Quote' App

Dealers have been asking for a simplified way to do quick quotes for years. We need a mobile app that allows the rep to quote from Inventory, Standard Packages… we should incorporate Public Quotes (which have already been set up for Inventory unit...

Created 30 Jan 17:36 by Kari Cannaday

iQuote / New Functionality

1
5 Vote

Adding Influencer email in Agreement Editor tab creates Gatekeeper request to SalesLink

When adding an email for an influencer in Agreement Editor for an existing customer, we need an automated Gatekeeper request to be generated for DBS/ SalesLink update. For prospects, the email add will automatically push into SalesLink at the infl...

Created 21 Oct 16:30 by Justin VAhlborn

iQuote / Dealer Idea

0

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